Content
4 modules
Instructor
Kevin Au
Description
LeanData can Route more than just Leads and Contacts.
Understanding the capabilities of LeanData Routing for other objects allows you to use LeanData to automate much more of your sales and revenue engine.
Objectives
Course Objectives
- Understand the capabilities of Account Router.
- Understand the capabilities of Opportunity Router.
- Understand the capabilities of Case Router.
- Understand the capabilities of Any Object Routing and how to set it up for your own objects.
1.
101 - Routing Other Objects - Account Router
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2.
102 - Routing Other Objects - Opportunity Router
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3.
103 - Routing Other Objects - Case Router
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4.
104 - Routing Other Objects - Any Object Routing
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